A detailed history of Fine Mark National Bank & Trust transactions in Utilities Sector Spdr stock. As of the latest transaction made, Fine Mark National Bank & Trust holds 8,066 shares of XLU stock, worth $639,472. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,066
Previous 8,066 -0.0%
Holding current value
$639,472
Previous $529,000 3.78%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$59.95 - $65.65 $483,556 - $529,532
8,066 New
8,066 $529,000
Q1 2023

May 08, 2023

SELL
$63.7 - $72.08 $24,014 - $27,174
-377 Reduced 3.4%
10,702 $724,000
Q4 2022

Feb 09, 2023

BUY
$61.52 - $72.67 $52,476 - $61,987
853 Added 8.34%
11,079 $781,000
Q3 2022

Nov 14, 2022

SELL
$65.51 - $78.12 $44,612 - $53,199
-681 Reduced 6.24%
10,226 $670,000
Q2 2022

Aug 09, 2022

SELL
$64.87 - $76.96 $27,180 - $32,246
-419 Reduced 3.7%
10,907 $765,000
Q1 2022

May 16, 2022

BUY
$65.03 - $74.54 $160,103 - $183,517
2,462 Added 27.78%
11,326 $843,000
Q4 2021

Feb 14, 2022

BUY
$63.88 - $71.58 $566,232 - $634,485
8,864 New
8,864 $634,000
Q1 2019

May 07, 2019

SELL
N/A
-7,214 Closed
0 $0
Q4 2018

Feb 07, 2019

BUY
N/A
7,214 New
7,214 $382,000
Q3 2018

Nov 02, 2018

SELL
N/A
-8,576 Closed
0 $0
Q2 2018

Aug 03, 2018

BUY
N/A
783 Added 10.05%
8,576 $446,000
Q1 2018

Apr 26, 2018

BUY
N/A
164 Added 2.15%
7,793 $394,000
Q4 2017

Jan 30, 2018

BUY
N/A
1,692 Added 28.5%
7,629 $402,000
Q3 2017

Oct 30, 2017

BUY
N/A
5,937
5,937 $315,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
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More about XLU
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